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Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
 Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticism and fear as to the upcoming prospects of the world’s second largest economy. In part the majority of this emerging sentiment has to do with some of the most recent figures coming out of China with regards to its imports, urging many to take further weight onto the idea that the recent tightening of financing and clearing out of excesses by the government has likely starting to lead to a further slowdown that has only just started to show face, said George Lazaridis of Allied Shipping in his latest weekly report.
Furthermore, it seems as though many have rushed to embrace this as a scenario, feeding with their preconceptions that the excessive debt problem in China and the bubble effects they have been mentioning several times over the past years in terms of real estate and financial markets have started to play their part.
Allied Shipping’s analyst further noted that often with these latter preconceptions is the connection with what we have seen historically in other emerging markets in the past and the most usual comparison is that of the course we witnessed back in the 1980’s in Japan’s economy. With the number of similarities now increasing even further as to how Japan’s economy failed before the bubble collapsed and the figures coming out of China today. China just like Japan back then, is now the world’s second-largest economy, supplying just over 20% of US imports (just as Japan did back in the 80’s) and providing 40 percent of the global economy’s annual growth. More importantly, many of the similarities relate to the debt held, with China’s total debt now holding at 2505 of GDP and non-financial corporate debt-to-GDP ratio reaching a total of 155%. To many the similarities are too great, confirming their affirmation that China’s economic behavior as a bubble-like market is unlikely to end well.
The analyst further said in his report, there are however some very notable differences. Chinese investment outside of China has not been limited to snapping up of western real estate and large corporations. Being an economy largely directed by its government with firm planning, there has been a great deal of investment that has taken place which is more in line with the policies undertaken by the United States in the start of the 20th Century, with a focus on securing raw resources as well as helping to beef up satellite emerging markets that could prove to be future consumers of its large-scale exports. At the same time, a large percentage of its economy is still in the grips of the government, as such allowing for more gradual smoothing and corrections to be made rather than a full out bubble burst. Obviously, this hasn’t always worked perfectly as the collapse of its stock market bubble in 2015 testifies. It seems as though there is a whole lot of investment being undertaken that has yet to bear fruits from which a more stable picture of the Chinese economy can emerge, yet as you look at the course of its market’s focus over the past 10 years, it has shown an ability to maneuver its targets and focus and find sources of growth beyond just the major developed economies such as the U.S. and Europe.
For the time being there has been a slowdown compared to the record production and import levels that were being noted earlier in the year, yet its engine of growth seems to still have plenty more momentum to go on at least for the near-term. Even if these fears are founded, it does not seem to be something of major concern, for now, he concluded.
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Tuesday, 09 August 16
CS50 COAL INDEX HITS NEW FIFTY-WEEKS HIGH
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 1.78% week over week to averaging $41.85 per ton this past week, shows CS (i) C ...
Tuesday, 09 August 16
HARD COAL PRODUCTION AND WORLD TRADE ON THE DECLINE FOR THE FIRST TIME IN YEARS - VDKI
Hard coal production and world trade on the decline for the first time in years – not a harbinger of a global energy turnaround
Worldwid ...
Tuesday, 09 August 16
BREXIT, BRITANNIA AND THE WAVES - TREVOR CROWE, CLARKSON RESEARCH
This week, the Bank of England put into place its action plan following the UK referendum on 23rd June, which indicated the British population&rsqu ...
Monday, 08 August 16
INDONESIA'S DRAFT MINING LAW HINTS AT FUTURE REGULATORY FRAMEWORK
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
Monday, 08 August 16
THE TURKISH GOVERNMENT HAS IMPOSED A $15 A TON DUTY ON POWER PLANT COAL IMPORTS - MEDIA
COALspot.com: The Turkish government has imposed a US$15 per ton duty on thermal coal imports for use in its power sector.
According to media ...
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- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- The University of Queensland
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Deloitte Consulting - India
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Anglo American - United Kingdom
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- Planning Commission, India
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
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